Template Updates including ‘Whole of Life Cover’ Considerations for Defined Benefit Scheme Transfer Recommendations
We completed the latest upgrade to ATEB Suitability on 9th July 2021. This update comes at no additional cost and […]
abridged
Abridged advice – how is it going so far?
Based on data and live visits to firms during the period from April 2015 to rule changes in 2018 and […]
Product Enhancements & Content Management Updates
We completed the latest upgrade to ATEB Suitability on 27th May 2021. This update comes at no additional cost and […]
FG 21/3 – charging for DB transfer advice
Everyone involved with defined benefit pension transfer advice should by now be very aware that contingent charging is banned for […]
Finalised guidance – Advising on pension transfers
Alongside the rules introduced in October 2020 by Policy Statement (PS 20/6), the FCA published an accompanying guidance consultation (GC […]
FCA Defined Benefit Advice Assessment Tool (DBAAT)
You may well have seen reports that the FCA recently published its Defined Benefit Advice Assessment Tool (DBAAT). This is […]
Should clients take Abridged Advice?
Assessing suitability has always essentially been based around the same overarching principles … The recommended product type should […]
1 2